Legal & General Group

Legal & General Group Portfolio holdings

AUM $446B
1-Year Est. Return 28%
 

Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.

This Quarter Est. Return
1 Year Est. Return
+28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.9B
AUM Growth
+$3.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1 +$224M
2 +$61.5M
3 +$35.4M
4
SRE icon
Sempra
SRE
+$29.5M
5
NWSA icon
News Corp Class A
NWSA
+$26.7M

Top Sells

1 +$330M
2 +$219M
3 +$105M
4
AAPL icon
Apple
AAPL
+$72.2M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$61.4M

Sector Composition

1 Financials 16.64%
2 Technology 12.49%
3 Healthcare 12.4%
4 Energy 10.85%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$54M 0.07%
1,227,456
-43,348
327
$53.4M 0.07%
55,441
-738
328
$53.4M 0.07%
633,576
-19,027
329
$53.2M 0.07%
701,190
-29,620
330
$52.8M 0.07%
1,131,331
-8,360
331
$52.7M 0.07%
742,946
-5,667
332
$52.4M 0.07%
672,190
-14,617
333
$52.1M 0.07%
914,881
+8,451
334
$51.7M 0.07%
681,229
-23,888
335
$51.3M 0.07%
1,107,183
+40,645
336
$51.2M 0.07%
349,529
+4,787
337
$51.2M 0.07%
1,272,153
-73,954
338
$51M 0.07%
846,071
-144,313
339
$51M 0.07%
4,432,226
+16,784
340
$50.9M 0.07%
1,190,743
+14,218
341
$50.8M 0.07%
764,511
-13,245
342
$50.8M 0.07%
1,187,168
-83,474
343
$50.8M 0.07%
1,083,112
+2,130
344
$50.5M 0.07%
1,132,628
+9,115
345
$50.5M 0.07%
976,125
-45,960
346
$50.3M 0.07%
1,249,033
-54,953
347
$49.5M 0.07%
470,769
-13,327
348
$49.2M 0.06%
5,525,320
-487,618
349
$49M 0.06%
1,187,744
+85,117
350
$49M 0.06%
4,298,154
-155,203